See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,336 | $110,502-82.5% | $80,716-76.0% | $167,490-88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.24% | 120.54%-105.3pp | 87.28%-72.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,030 | $1,543+96.4% | $1,160+161.2% | $4,837-37.4% |
| Participant deferral / active EE | $2,000 | $2,871-30.3% | $2,146-6.8% | $6,341-68.5% |
| Admin fee / account holder | $854 | $4,545-81.2% | $3,380-74.7% | $12,309-93.1% |